“Everything should be made as simple as possible, but not simpler.”
We are a family office with a core business in wealth management. We aim to make things as simple as possible, are keen to explain and exchange ideas with our clients. Our goal is to go beyond our discretionary mandate and make sure that our clients are on board with the strategy we have chosen for their portfolio.
In the last decade our family has discovered some flows in wealth management. Between commissions paid on structured products sometimes even illegal, hedge funds in-house overweighed, or simply the lack of performance; we decided to handle our investment ourselves, based on common sense.
Since some friends asked us to help them, as well on the wealth management than on fiscal and patrimonial issues.
“In theory there’s no difference between theory and practice, but in practice there is”
“Always leave the last dollar for someone else”
Our family office is built on cultural and geographic flexibility. We've learned from our experiences in Europe, America, Asia and Africa that financial institutions' appetites will vary depending on the client's profile.
Our team's background is in international trade, rather than in the pure finance world. As such and after working for well-known financial institutions, we decided to apply the same principles in our work as in international trade: Buy well and sell better.
From 2014 to 2016, David was Vice President of the Africa Team at Edmond de Rothschild Switzerland. Prior to this he held the role of commodity trade finance senior officer at Credit Agricole Suisse (2007-2014). He started his career with BNP Paribas in Paris where he specialized in commodities financing notably on West Africa.
Avi Joined Be Lions in 2017 from J. Safra Sarasin Geneva, where he held the role of Vice President of the Israeli Desk from 2012 to 2016. Prior to this Avi was Senior Relationship Manager for the Israeli desk at HSBC Private Bank Switzerland (2001-2014).
We believe in family relationships. We like to believe that we do not have client but friends and family. Small is beautiful.
Our pricing is unique and straightforward exactly as our service. We do not receive any commission without prior client’s consent.
Simplicity and patience, we strongly think the latters remain the two main criteria of a good investment.
If we do not have the skill you are looking for, we know where to get it for you.
“Do not hurry, a good investment can always wait 24 hours”
“97% of the people who quit too soon are employed by the 3% who never gave up”
Switzerland is the first international hub in trade finance. Since 2008, the finance capacities have decreased substantially. Since the withdrawal of BNP Paribas and others major players in trade finance, it is becoming quite difficult to find financial solution for short-term deal.
In this new context, with more operators and less banks, the shadow banking appears as a new revolution.
Thanks to this experience we are structuring private debt for clients and help some to find new banking lines.
